Institutional Ownership Ishares Core S&P Mid Cap ETF (IJH)
This table provides information about the institutional ownership of Ishares Core S&P Mid Cap ETF (IJH). We have compiled data on the 2,465 institutions that hold shares in the stock, with a total of 1.05 Billion shares, which have been reported (via 13F filing form) to have a value of $65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$62,360
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
986
shares
|
$61,486
0.02% of portfolio
|
Q4 2023
Added 0.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
967
shares
|
$60,302
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
957
shares
|
$59,678
0.05% of portfolio
|
Q3 2023
Reduced 98.96%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
952
shares
|
$59,366
0.02% of portfolio
|
Q3 2023
Added 0.85%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
950
shares
|
$59,242
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
935
shares
|
$58,306
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
933
shares
|
$58,181
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
925
shares
|
$57,683
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
895
shares
|
$55,812
0.09% of portfolio
|
Q3 2022
Reduced 0.44%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
880
shares
|
$54,876
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
875
shares
|
$54,565
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
848
shares
|
$52,881
0.15% of portfolio
|
Q1 2023
Reduced 8.03%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
827
shares
|
$51,571
0.22% of portfolio
|
Q3 2023
Reduced 0.72%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
809
shares
|
$50,449
0.05% of portfolio
|
Q3 2024
Added 134.49%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
805
shares
|
$50,199
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
803
shares
|
$50,075
0.03% of portfolio
|
Q1 2024
Added 398.76%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
798
shares
|
$49,763
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
789
shares
|
$49,202
0.04% of portfolio
|
Q3 2024
Added 69.68%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
785
shares
|
$48,952
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
735
shares
|
$45,834
0.01% of portfolio
|
Q2 2024
Reduced 61.62%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
665
shares
|
$41,469
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
655
shares
|
$40,845
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
645
shares
|
$40,222
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
644
shares
|
$40,159
0.02% of portfolio
|
Q3 2024
Added 16.25%
|